Sponsor portfolio
PACIFIC WEST ADVISORS, INC.
EIN 47-4174962investment managementLatest filing 2025
Plans
1
Retirement
1
$2.0M assets
Welfare
0
Participants
2
1111 WEST WALNUT AVENUE - SAN DIEGO, CA 92103619-234-9090pacificwestadvisors.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PACIFIC WEST ADVISORS, INC. 401-K PROFIT SHARING PLAN | 401k | $2.0M | 2 | 2025 |
Retirement plans